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So interesting just to be a fly on the wall and read these comments (I was not the one who asked the question).
Note, while the question was asked regarding mutual fund wholesalers, it has universal application (mostly).
Don’t shoot the messenger! 🙂
These were seen at https://www.reddit.com/r/CFP
Our friends at Cerulli have just released their report U.S. Intermediary Distribution 2023 Seeking Differentiation Through Digital Engagement.
This comprehensive 174 page report delves into a ton of data that distribution leaders and decision makers will find extraordinarily useful.
And our wholesaler readers should find the following of keen interest:
Back in 2012 (2012?!) we wrote: 6 Ways Wholesalers Can Market Like Coca-Cola.
Lately we’ve been thinking about wholesaler marketing and what we can learn from other iconic brands.
You are a wholesaler who is under 35 years of age.
They are an advisor who is over 55 and has been in the business almost as long as you have been alive.
Exactly what profiling questions would you ask so as to 1) properly understand their practice and 2) not embarrass yourself?
